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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Office Duties Checklist

 

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Office Duties Checklist This Office Duties Checklist specifies tasks and responsibilities of general office employees. For example, it explains top-10 tasks an office manager must perform. Other office positions highlighted in the checklist are: Administrative Assistant, Finance Manager, Secretary, Receptionist, General Clerk, Payroll Clerk.


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  1. Office Manager.
    • Manage employment and human resources through developing employment policies and requirements.
    • Establish rules for authority delegation.
    • Act as the leader of office employees.
    • Provide and maintain employee training and development programs.
    • Determine office tasks and assign duties to employees.
    • Develop performance criteria.
    • Establish inter- and intra-office communications and monitor interpersonal interactions.
    • Develop employee development and motivation programs.
    • Approve and lead various meetings and conferences.
    • Report senior management on office performance and issues.
  2. Finance Manager.
    • Formulate budget estimates in support of business objectives.
    • Develop plans for allocating financial resources.
    • Provide cash flow control and audit.
    • Plan and control fund inflows and outflows.
    • Manage office procurement and supply.
    • Conduct financial analysis and examine trends.
    • Review and interpret accounting and financial management policies.
    • Review and verify accounts documentation.
    • Conduct financial audits and checks.
    • Make recommendations regarding cost saving policies.
  3. Administrative Assistant.
    • Administer office accessories supply.
    • Report Office Manager on employee performance for further decision making and performance optimization.
    • Resolve conflicts and misunderstandings between office employees.
    • Request Secretary for schedules and plans for various events, such as meetings, phone calls, etc.
    • Assist Office Manager in conducting meetings and conferences.
    • Act as a deputy of Office Manager.
    • Provide leadership and guidance to teams.
    • Motivate personnel through implementing employee development and motivation programs.
  4. Secretary.
    • Keep and coordinate schedules and agendas of all general and board meetings.
    • Maintain and coordinate schedules of other events.
    • Supply all authorized meeting attendees with copies of schedules and agendas.
    • Ensure that all necessary supplies are ready for every upcoming meeting.
    • Create and regularly update an annual schedule of general meeting, board meetings, and events.
    • Design and maintain an annual list of planned events.
    • Update and share a membership roster.
    • Maintain and update other membership information.
    • Make records and notes during meetings and other events.
    • Maintain a guest log at meetings and other events.
  5. Receptionist.
    • Always look all right and be dressed as required by the company’s dress code.
    • Greet visitors and answer their questions politely.
    • Type and design documents and papers.
    • Fax and email electronic documents and letters.
    • Coordinate and distribute all incoming mail and email.
    • Assist secretary in making records during meetings and conferences.
  6. General Clerk.
    • Operate photocopiers, fax machines, scanners and other office equipment.
    • Use computers and various software solutions to create and print out documents.
    • Assist secretary in managing files and papers.
    • Be in charge of all administrative support work.
    • Sort and order documents and records.
    • File papers through separating and sorting them along with similar files.
  7. Payroll Clerk (Bookkeeper/Accountant).
    • Create, compile and maintain employee payroll records.
    • Ensure that employees are paid on time.
    • Keep paychecks accurate and up-to-date.
    • Generate payroll reports and submit them ...


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